Advisor Group’s CVB Financial CVBF Stock Holding History

Advisor Group’s Portfolio CVBF Stock Details CVBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$15K	Sell	688 -2,551	-79%	-$54K	﹤0.01%	4103
2019 Q3	$68K	Buy	3,239 +56	+2%	+$1.17K	﹤0.01%	3177
2019 Q2	$67K	Sell	3,183 -1,175	-27%	-$25K	﹤0.01%	3155
2019 Q1	$92K	Buy	4,358 +2,332	+115%	+$51.2K	﹤0.01%	2929
2018 Q4	$41K	Sell	2,026 -25	-1%	-$542	﹤0.01%	3318
2018 Q3	$46K	Hold	2,051	–	–	﹤0.01%	3359
2018 Q2	$46K	Buy	2,051 +53	+3%	+$1.22K	﹤0.01%	3154
2018 Q1	$45K	Sell	1,998 -3	-0.1%	-$71	﹤0.01%	3138
2017 Q4	$47K	Sell	2,001 -2	-0.1%	-$47	﹤0.01%	3123
2017 Q3	$48K	Hold	2,003	–	–	﹤0.01%	2966
2017 Q2	$45K	Hold	2,003	–	–	﹤0.01%	2911
2017 Q1	$44K	Buy	2,003 +1,166	+139%	+$26.6K	﹤0.01%	2812
2016 Q4	$19K	Sell	837 -208	-20%	-$4.12K	﹤0.01%	3238
2016 Q3	$18K	Sell	1,045 -17	-2%	-$289	﹤0.01%	3210
2016 Q2	$17K	Buy	+1,062	New	+$18K	﹤0.01%	3159

Other funds holding CVBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisor Group's CVBF Position: Q4 2019 in Review

Advisor Group reduced its CVB Financial (CVBF) stake by 79% in Q4 2019, selling an estimated $54K and leaving 688 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #4103.

Advisor Group first reported a position in CVBF in Q2 2016 and has held it in 15 quarters since. The position peaked at $92K in Q1 2019. 185 funds tracked by Wall St. Rank hold CVBF as of Q4 2019.

Advisor Group held 688 shares of CVB Financial worth $15K as of Q4 2019.
Advisor Group sold 2,551 CVB Financial shares in Q4 2019, an estimated $54K.
CVB Financial made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4103 holding.
Advisor Group first reported a position in CVB Financial in Q2 2016 and has held it in 15 quarters since.
Advisor Group's CVB Financial position peaked at $92K in Q1 2019.
185 funds tracked by Wall St. Rank held CVB Financial as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.